We've essentially been doing that. We've been using SafeSend for the past several tax season and have sent electronic organizers to almost all clients asking them to at least try it. Many clearly stated a preference for a paper organizer and we accommodate ...
We only do hard copies if the client specifically asks for it and we still try to encourage them to try the online version. We have had a lot of clients request it this year due to us moving to Gather with SafeSend and it didn't go over well for some ...
Yes, we started this last year and charged a fee to print and mail the organizer. The number of paper organizers has decreased. We push hard for electronic. ------------------------------ Victoria Carrasco, PAFM Friedman + Huey Associates LLP Frankfort ...
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